Run Your Entire
Field Service Business
From One Platform.

Zoho FSM is a comprehensive, cloud-based field service management platform designed for businesses that dispatch technicians, engineers or service agents to job sites. It's ideal for HVAC, electrical, plumbing, IT services, facilities management, solar, construction and any service business managing field teams. It handles the full lifecycle — service requests, scheduling, dispatch, job execution, invoicing and customer communication — on one integrated platform.

The Dispatch Console is a visual scheduling interface that shows all technicians, their current location (via GPS), availability status and skill sets. Dispatchers can view the day's jobs across Gantt, grid and calendar views and assign work orders by dragging them onto the right technician. Smart Territory Assignment automatically routes requests to the correct regional team based on service address — reducing manual dispatcher effort significantly.

The Zoho FSM mobile app (iOS and Android) gives field technicians everything they need on site. They can view full job details and customer history, navigate to job locations, log attendance, update job status in real time, complete digital checklists and job sheets, capture photos and videos, record parts used, collect customer signatures and generate invoices — all without paperwork or phone calls back to the office.

Yes — Zoho FSM includes full service contract and maintenance plan management. You can set up recurring work orders that auto-generate at any custom interval — daily, weekly, monthly, quarterly or annually. Maintenance plans can be tied to specific assets with defined SLAs, response times and coverage terms. This is especially valuable for HVAC, generator servicing, lift maintenance and facilities management businesses with large contracted portfolios.

Zoho FSM is powered by the Zoho Finance Suite — meaning completed work orders convert to branded invoices in one click, from either the web dashboard or mobile app. It supports multiple payment gateways for online payment collection in the field, multi-currency billing and country-specific tax rules including Nigerian VAT. Custom PDF templates let you personalise quotations, job completion reports and invoices to reflect your brand identity.

Yes — the Zoho FSM extension for Zoho CRM gives you a complete field service view within your CRM. Customer contacts, accounts, service history and work orders are all visible from within CRM. Field service teams can create and track work orders directly from CRM records, and all job data flows back to the customer's CRM profile — giving sales, support and service teams a single, unified customer view.

Standard Zoho FSM implementations by Excellium typically run 2–4 weeks for core deployment — work orders, dispatch, mobile app, invoicing and CRM integration. More complex deployments with multi-territory setup, custom job sheets, inventory integration, customer portal and advanced automations run 4–8 weeks. We run test jobs before go-live to validate all workflows are operating correctly for your specific service types.

Yes — Zoho FSM connects to 950+ third-party applications via Zoho Flow and is also available on Zapier for additional integrations. This means you can automate workflows between Zoho FSM and apps like QuickBooks, Slack, Google Workspace, accounting systems, HR platforms and many more — all without writing code. Excellium designs and builds all integration workflows as part of your implementation.